SEO-Rich Description
This video provides a comprehensive overview of the Infor Document Management (IDM) In-Context Application, demonstrating how users can seamlessly access, manage, and attach documents directly within Infor ERP applications. In-context applications enhance navigation across Infor systems by delivering relevant documents and related information based on the business record currently in use.
The Related Information in-context widget retrieves documents stored in Infor Document Management and dynamically updates as users move between business objects such as items, purchase orders, assets, and agreements. By leveraging Infor’s Business Context Model, documents are automatically linked using key fields like company, item number, or purchase order number—ensuring information is always accurate and accessible.
The video explains how administrators configure document types, business context attributes, and access controls within IDM and Mingle Administration, enabling organizations to tailor document visibility and permissions. Users can easily attach files by drag-and-drop or file browsing, making it simple to associate quotes, order slips, contracts, or technical documentation with the appropriate ERP records.
Through a step-by-step demo, viewers learn how contextual messages are sent through Infor Ming.le, mapped using the Business Context Modeler, and displayed in the IDM widget across multiple screens such as list views, dashboards, and composite forms. The video also highlights advanced actions including sharing, downloading, emailing, and converting documents to PDF directly from the in-context application.
By integrating document management directly into ERP workflows, Infor IDM In-Context Applications improve collaboration, reduce manual searches, enhance compliance, and ensure users always have the right documents at the right time—driving productivity and better decision-making across the enterprise.
SEO Keyword List
Primary Keywords
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Infor Document Management
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IDM In-Context Application
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Infor Related Information widget
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ERP document management
Infor Platform Keywords
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Infor Ming.le context applications
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Infor Business Context Model
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Infor ERP integration
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Infor Mingle Administration
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Infor application navigation
Document Management Keywords
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Contextual document management
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ERP document linking
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Business context documents
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Document type configuration
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Secure document access control
ERP & Business Process Keywords
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Purchase order document management
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Item master document integration
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Asset documentation management
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ERP workflow documentation
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Enterprise content management
Functional Keywords
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Drag and drop document upload
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Contextual document viewer
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Business object document linking
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Role-based document access
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ERP collaboration tools
Long-Tail Keywords
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How Infor IDM in-context applications work
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Attaching documents to purchase orders in Infor ERP
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Contextual document management in Infor applications
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Using business context models in Infor IDM
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ERP document visibility through in-context widgets
